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Welltower

757 hedge funds and large institutions have $33.6B invested in Welltower in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 259 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
13.29%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
70
Increased
274
Reduced
259
Closed
53
Calls
$107M
Puts
$136M
Net Calls
-$28.8M
Net Calls Change
-$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
601
Capital Analysts LLC
Pennsylvania
$128K +$22.4K +273 +21%
HDIM
602
Hanson & Doremus Investment Management
Vermont
$124K
CCM
603
Covington Capital Management
California
$124K
PA
604
PSI Advisors
Florida
$123K +$123K +1,492 New
EWM
605
Evermay Wealth Management
Virginia
$120K
T
606
TOBAM
France
$118K
BFEC
607
Benjamin F. Edwards & Company
Missouri
$118K +$14.6K +177 +14%
OIA
608
Optimum Investment Advisors
Illinois
$115K -$35.3K -430 -23%
JCM
609
Jacobi Capital Management
Pennsylvania
$115K +$5.03K +61 +5%
AIM
610
Arcadia Investment Management
Michigan
$107K
CA
611
Clearstead Advisors
Ohio
$105K -$4.21K -51 -4%
KFI
612
Key Financial Inc
Pennsylvania
$102K
PCG
613
Private Capital Group
Connecticut
$100K +$7.64K +93 +8%
EW
614
Evoke Wealth
California
$98K
MCM
615
MV Capital Management
Maryland
$97K +$3.55K +43 +4%
BFC
616
Bedel Financial Consulting
Indiana
$95K
EL
617
EMFO LLC
Florida
$95K
GEA
618
Glen Eagle Advisors
New Jersey
$86.7K +$82 +1 +0.1%
GRP
619
Global Retirement Partners
California
$85K -$26.3K -320 -24%
WIM
620
Westside Investment Management
California
$83.9K
SFA
621
Semmax Financial Advisors
North Carolina
$82K -$478K -5,809 -85%
SBL
622
Sargent Bickham Lagudis
Colorado
$82K
MCA
623
Mercer Capital Advisers
New Jersey
$82K
CBT
624
CoreFirst Bank & Trust
Kansas
$82K
CFN
625
Cordasco Financial Network
Florida
$80K